The Plan Well Challenge
The Plan Well Challenge
A six-part series designed to help you get good at money, so you can live a little.
Investing well isn’t just about setting yourself up for retirement — it’s getting the bills paid, reaching your next financial milestone, and enjoying life along the way.
If you’re looking to level up your financial know-how and planning, take The Currency’s Plan Well Challenge, which includes education on:
- Investing in the financial markets
- Building a diversified, tax-efficient portfolio
- Putting a number on retirement readiness
- Unlocking ways to splurge on life’s best moments
How it works: Each week, you’ll get access to an investing lesson and hands-on exercise to help you invest well on your way to financial happiness. Empower financial professionals share how to:
Week 1: Go for your goals
Week 2: Identify your risk tolerance
Week 3: Assess investment options
Week 4: Calculate your retirement number
Week 5: Build a tax-efficient portfolio
Week 6: Live a little
Subscribe to The Currency newsletter to receive each week’s challenge straight to your inbox or dive in below.
Take the challenge
Week 1: Go for your goals
Week 1: Go for your goals
Week 2: Identify your risk tolerance
Week 2: Identify your risk tolerance
Coming soon
Week 3: Choose your investments
Week 3: Choose your investments
Coming soon
Week 4: Calculate your retirement number
Week 4: Calculate your retirement number
Coming soon
Week 5: Tax-efficient investing
Week 5: Tax-efficient investing
Coming soon
Week 6: Live a little
Week 6: Live a little
Coming soon
Get financially happy
Put your money to work for life and play
Want to stay in the know?
Power up with the latest money news, sent every week to your inbox.
*If you’re already registered with Empower, please use the same email address as your existing account.
Investing involves risk, including possible loss of principal.
This communication and all data are for informational purposes only and do not constitute a recommendation to buy or sell securities. You should not rely on this information as the primary basis of your investment, financial, or tax planning decisions. You should consult your legal or tax professional regarding your specific situation.
Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV).
“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.
©2025 Empower Annuity Insurance Company of America. All rights reserved.
RO4349693-0625 - The Currency Plan Well Challenge